SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)533,311,508.0
- RAUM (discretionary)515,228,512.0
- Actionable assets322,634,485.0
- Accounts (total)2,055.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM8,799,103.0
- HNW AUM307,701,692.0